Product

About the Upflow

Upflow is a cloud-based Financial Relationship Management (FRM) solution designed to automate and streamline accounts receivable (AR) management for B2B companies. It aims to accelerate cash collection, reduce Days Sales Outstanding (DSO), and improve overall cash flow by transforming manual invoice chasing into an efficient and customer-centric process. Key features include automated and personalized payment reminder workflows (email, SMS, calls, letters), real-time analytics and dashboards for AR metrics (DSO, aging balance, cash flow forecast), a self-service customer payment portal supporting various modern payment methods (credit/debit card, ACH/Direct Debit, wire transfer), and automated cash application for faster reconciliation. Upflow emphasizes collaboration between finance, sales, and customer success teams, providing tools to track communication and centralize customer payment history. It integrates seamlessly with existing invoicing, accounting, and CRM software (e.g., QuickBooks, Xero, NetSuite, Stripe Billing, Chargebee, Salesforce) to provide a unified view of financial relationships.